Wealth Management Client Service Associate
Listed on 2026-10-07
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Finance & Banking
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Customer Service/HelpDesk
Concenture Wealth Management in Houston, TX is seeking a Client Service Associate to deliver client service, administrative support, and operational coordination for a growing wealth management team.
This role is designed for an early-career professional eager to learn wealth management client service and progress to independently handling onboarding, account maintenance, documentation, CRM updates, and meeting preparation.
We are seeking a motivated Wealth Management Client Service Associate to join Sanctuary Wealth in Houston, TX, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Client Service Associate role in the description above.
We appreciate your interest in this position.
Join Sanctuary Wealth and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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